• ENB #217 Drilling Down: The State of Independent Oil and Gas in a Shifting Economy
    Sep 2 2024

    In the Energy News Beat - Conversation in Energy with Stuart Turley and Rey Trevino III discuss the current state of the oil and gas industry, emphasizing the ongoing demand for oil, the challenges posed by rising costs, and the role of independent oil companies in the U.S. They highlight the importance of effective cost management, the potential of using stranded natural gas for Bitcoin mining, and the impact of political and economic factors on energy production. The conversation also touches on the differences between energy policies in Texas and California and the upcoming 2024 election.

    Rey is on news shows and is a great resource for what is going on in the energy markets. He has his own podcast the Crude Truth, and is also a co-host on the 3 Podcasters Walk into a Bar.

    Thank you Rey, for stopping by the ENB Podcast. I had an absolute blast.

    Please follow Rey on his LinkedIn HERE: https://www.linkedin.com/in/reytrevinoiii/

    Check out Rey's podcast the Crude Truth HERE: https://thecrudetruth.com/

    Pecos Operating is HERE: https://pecosoperating.com/

    For Audio Chapters

    Highlights of the Podcast

    00:00 - Intro

    00:39 - Current Drilling and Production

    01:07 - Importance of Low-Cost Energy

    02:28 - Global Oil Demand and OPEC vs. IEA

    03:00 - Impact of Rising Costs and Bidenomics

    04:00 - Independent Oil Companies' Role in U.S. Energy

    04:40 - Family Business Background and Outlook

    07:45 - Comparison of Energy Policies: Texas vs. California

    10:00 - Due Diligence in Drilling Operations

    12:05 - Reworking Wells for Increased Production

    13:08 - Challenges and Opportunities in Oil Deals

    14:39 - Climate Transition and Economic Impacts

    15:06 - Security and Technology in Oil and Gas

    16:15 - Gas Prices and Natural Gas Production

    18:08 - Bitcoin Mining and Stranded Gas

    19:59 - Political Commentary on Digital Currency and Regulation

    21:14 - Podcast Performance and Audience Engagement

    23:56 - Final Thoughts and Contact Information

    25:19 - Closing Remarks

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    26 mins
  • Week Recap: From Peak Oil in China to Tesla Trends
    Aug 31 2024

    In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discusses a range of topics including geopolitical risks affecting oil prices, China's potential peak in oil demand, and the ongoing global energy transition. Highlights include China's declining oil imports, the impact of electric vehicles and LNG on oil demand, and the U.S.'s role in global energy markets. The podcast also touches on the potential benefits of a Trump presidency for the climate compared to Kamala Harris, emphasizing natural gas exports and criticism of current U.S. energy policies. The episode wraps up with a humorous comparison of Tesla cars in different U.S. cities.

    Highlights of the Podcast

    00:00 - Intro

    01:15 - Is China’s Demand for Oil Nearing Its Peak?

    06:46 - State Rankings: Electric Vehicles per Capita in the United States

    09:22- Oil Prices Soar as Geopolitical Risk Rises Rapidly

    10:43 - Renewables Accounted for 14.6% of Global Energy Consumption in 2023

    12:27 - Spot LNG shipping rates, European prices continue to drop

    14:37 - Why Trump Would Be Better For The Climate Than Kamala

    17:47 - Outro

    Please see the links below or articles that we discuss in the podcast.

    Is China’s Demand for Oil Nearing Its Peak?

    State Rankings: Electric Vehicles per Capita in the United States

    Oil Prices Soar as Geopolitical Risk Rises Rapidly

    Renewables Accounted for 14.6% of Global Energy Consumption in 2023

    Spot LNG shipping rates, European prices continue to drop

    Why Trump Would Be Better For The Climate Than Kamala

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    18 mins
  • ENB #216 Revolutionizing Nuclear Energy: Elizabeth Muller on Innovative Waste Disposal and Achieving Net Zero
    Aug 30 2024

    In the Energy News Beat, Conversation in Energy with Stuart Turley interviews Elizabeth Muller, Executive Chair and Co-Founder, about the future of nuclear power and the challenges surrounding nuclear waste disposal. They explore public perception shifts, the potential for recycling nuclear waste, and regulatory barriers in the US compared to Europe. Elizabeth highlights Deep Isolation's innovative underground disposal method and emphasizes the need for legislative changes to advance nuclear power as a key component in achieving net-zero emissions.

    Check out Deep Isolation Here: https://www.deepisolation.com/

    Connect with Liz on LinkedIn HERE: https://www.linkedin.com/in/elizabethmuller/

    We need nuclear power more now than ever in our nation's history. Nuclear and natural gas are the only ways to achieve Net Zero while balancing the grid demands. I had a blast visiting Liz; her expertise and company are great examples of what we need to get things moving to achieve significant low cost and low pollution in the United States.

    Thank you, Liz, for stopping by the ENB podcast. I look forward to the updates! Let me know if we can coordinate a podcast with our elected officials to help move forward. - Stu

    Highlights of the Podcast

    00:00 - Intro

    01:00 - Elizabeth’s New Role

    02:13 - Public Perception of Nuclear

    03:32 - Recycling Nuclear Waste

    04:00 - Waste Disposal Challenges

    06:38 - Regulatory Hurdles

    08:31 - Optimism for Nuclear’s Future

    09:48 - European Progress vs. US Barriers

    12:23 - Deep Isolation’s Solution

    16:42 - Legislative Challenges

    19:31 - Future of Nuclear Power

    20:01 - Contact and Closing

    https://theenergynewsbeat.substack.com/

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    20 mins
  • Trump's Energy Plan: End Energy Poverty
    Aug 29 2024

    In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley provides a rapid overview of various global energy-related topics, including Ukraine's strikes on Russian oil depots, the challenges and benefits of owning a Generac generator amid rising grid instability in the U.S., and the potential energy policies under a Trump administration. He criticizes the UK's energy crisis management and discusses the impact of Libya's internal power struggle on global oil prices. Turley highlights the complexities of energy security, the role of leadership in addressing these issues, and the need for proactive measures to ensure stability and affordability in the energy sector.

    Highlights of the Podcast

    00:00 - Intro

    01:29 - Ukraine Strikes 2 More Oil Depots Deep Into Russian Territory

    02:45 - What’s Good For Generac Is Bad For America. We Bought One Anyway

    06:44 - How Trump Can Win On Energy: Zero Energy Poverty

    08:58 - Why Trump Would Be Better For The Climate Than Kamala

    12:09 - Prime Minister vows to fix energy crisis

    13:48 - Libya Power Struggle Spikes Oil Prices

    15:49 - Outro

    Please see the links below or articles that we discuss in the podcast.

    Ukraine Strikes 2 More Oil Depots Deep Into Russian Territory

    What’s Good For Generac Is Bad For America. We Bought One Anyway

    How Trump Can Win On Energy: Zero Energy Poverty

    Why Trump Would Be Better For The Climate Than Kamala

    Prime Minister vows to fix energy crisis

    Libya Power Struggle Spikes Oil Prices

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    17 mins
  • New Mexico Oil Production HUGE
    Aug 28 2024

    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss several key topics, including the rise of renewables to 14.6% of global energy consumption in 2023, Norway's surge in natural gas exports, New Zealand reversing its ban on offshore oil and gas exploration due to an energy shortage, and the increasing significance of two counties in New Mexico for U.S. oil production. They also touch on declining LNG shipping rates and regional differences in natural gas markets, with U.S. prices being weak compared to higher prices in Europe and Asia.

    Highlights of the Podcast

    00:00 - Intro

    01:08 - Renewables Accounted for 14.6% of Global Energy Consumption in 2023

    02:57 - Visualizing the Renewable Energy Landscape Across G20 Countries

    04:36 - Norway’s Natural Gas Exports Surge in 2024

    06:22 - New Zealand to Reverse Ban on Offshore Oil and Gas Exploration

    07:56 - US Oil Dominance Hinges on Quiet Corner of New Mexico

    11:05 - Markets Update

    13:55 - Spot LNG shipping rates, European prices continue to drop

    16:08 - Outro

    Please see the links below or articles that we discuss in the podcast.

    Renewables Accounted for 14.6% of Global Energy Consumption in 2023

    Visualizing the Renewable Energy Landscape Across G20 Countries

    Norway’s Natural Gas Exports Surge in 2024

    New Zealand to Reverse Ban on Offshore Oil and Gas Exploration

    US Oil Dominance Hinges on Quiet Corner of New Mexico

    Spot LNG shipping rates, European prices continue to drop

    Follow Stuart On LinkedIn and Twitter

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    17 mins
  • Exxon Projects 2050 Oil Demand
    Aug 27 2024

    In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, President and CEO of the Sandstone Group, covers a range of energy-related topics in his daily update. He discusses state rankings for electric vehicles (EVs) in the U.S., with California leading, while states like Mississippi lag behind. Turley also reports on recent incidents, including a fire at Rivian's manufacturing plant and geopolitical tensions affecting oil prices. Additionally, he addresses Exxon’s forecast that oil demand will remain steady until 2050, despite global efforts to transition to renewable energy, emphasizing the ongoing need for fossil fuels alongside renewables.

    Highlights of the Podcast

    00:00 - Intro

    01:02 - State Rankings: Electric Vehicles per Capita in the United States

    03:51 - Green Inferno: Fire at Tesla Rival Rivian’s Illinois EV Plant Damages Electric Trucks

    04:39 - Oil Prices Soar as Geopolitical Risk Rises Rapidly

    06:01 - Stricken suezmax off Yemen now an ‘imminent’ environmental hazard

    07:07 - Exxon Sees 2050 Oil Use at Current Level, Despite Net Zero Goal

    11:04 - Outro

    Please see the links below or articles that we discuss in the podcast.

    State Rankings: Electric Vehicles per Capita in the United States

    Green Inferno: Fire at Tesla Rival Rivian’s Illinois EV Plant Damages Electric Trucks

    Oil Prices Soar as Geopolitical Risk Rises Rapidly

    August 26, 2024 Mariel Alumit

    Stricken suezmax off Yemen now an ‘imminent’ environmental hazard

    Exxon Sees 2050 Oil Use at Current Level, Despite Net Zero Goal

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    12 mins
  • China Oil Demand Peaked?
    Aug 26 2024

    In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner rocking a solo show covers several key topics: China's potential peak in oil demand, driven by factors such as the rise of EVs, LNG in trucks, and a slowdown in manufacturing and real estate; Tellurian's progress with its Driftwood LNG project in Louisiana; and why OPEC may struggle to reverse its oil output cuts due to rising production in the U.S., Guyana, and Brazil. Tanner also discusses market reactions to U.S. Fed Chair Jerome Powell's comments on potential interest rate cuts and the implications for oil and natural gas prices.

    Highlights of the Podcast

    00:00 - Intro

    01:08 - Is China’s Demand for Oil Nearing Its Peak?

    06:41 - Tellurian moving forward with Driftwood LNG work

    10:06 - Why OPEC Can’t Afford To Reverse Oil Output Cuts

    14:40 - Market Updates

    17:54 - Rig Count Updates

    18:51 - Outro

    Is China’s Demand for Oil Nearing Its Peak?

    Tellurian moving forward with Driftwood LNG work

    Why OPEC Can’t Afford To Reverse Oil Output Cuts

    Follow Stuart On LinkedIn and Twitter

    Follow Michael On LinkedIn and Twitter

    ENB Top News

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    19 mins
  • Week Recap: Nuclear Revival, Wind Power Issues, and LNG Growth
    Aug 24 2024

    In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley covers topics like the U.S. reopening the Palisades nuclear power plant, the challenges of nuclear energy, and the inefficiencies and environmental concerns of offshore wind power. It also touches on global energy developments, including Russia's LNG expansion and natural gas pricing anomalies. Enbridge's CEO highlights the growing role of U.S. oil exports and the potential impact of artificial intelligence on electricity demand, with a significant focus on the advantages of natural gas and pipeline proximity for cost-effective energy.

    Highlights of the Podcast

    00:00 - Intro

    01:27 - A New Era for Nuclear Power in the U.S.

    04:28 - Lebanon Faces Power Blackout as Clashes With Israel Intensify

    05:47 - Novatek Set to Dock Second LNG Unit at Sanctioned Arctic Plant

    08:47 - House Hearing Reveals U.S. Could Experience 48 Wind Blade Failures Per Year

    14:03 - Diary of a Mad(Natural Gas Producer)ma

    17:35 - Enbridge CEO Ebel Sees ‘Colossal’ AI Power Use, US LNG Doubling

    19:55 - Outro

    Please see the links below or articles that we discuss in the podcast.

    A New Era for Nuclear Power in the U.S.

    Lebanon Faces Power Blackout as Clashes With Israel Intensify

    Novatek Set to Dock Second LNG Unit at Sanctioned Arctic Plant

    House Hearing Reveals U.S. Could Experience 48 Wind Blade Failures Per Year

    Diary of a Mad(Natural Gas Producer)man

    Enbridge CEO Ebel Sees ‘Colossal’ AI Power Use, US LNG Doubling

    Follow Stuart On LinkedIn and Twitter

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    20 mins